+43,788.3%
LRCX vs MS
+5,088.7%
+38,699.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.5% | +8.8% | +8.5% |
| 7D | -16.2% | -1.6% | -14.6% | -15.4% |
| 30D | -39.2% | -3.8% | -35.4% | -37.9% |
| 3M | -34.4% | -14.6% | -19.8% | -29.3% |
| 6M | -32.4% | -5.1% | -27.4% | -30.1% |
| YTD | +17.4% | +4.5% | +12.9% | +16.7% |
| 1Y | +24.2% | +13.5% | +10.6% | +19.1% |
| 3Y | +221.6% | +160.4% | +61.2% | +114.2% |
| 5Y | +245.2% | +112.9% | +132.4% | +152.4% |
| 10Y | +2,310.5% | +633.4% | +1,677.1% | +948.7% |
| All | +43,788.3% | +5,088.7% | +38,699.5% | +5,618.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling